CRM Integration for VoIP

Connect StartACall to your CRM
Log calls, sync data, and boost sales velocity

Make and receive phone calls in your browser while automatically creating call records, attaching transcripts and recordings, and surfacing AI suggestions inside the CRM you already use.

How It Works

Click to Call

Call contacts directly from within your CRM with a single click. Phone calls initiate in the browser. No app install required.

Automatic Call Logging

Every call creates or updates a contact record with call metadata, duration, recording, and transcript for full visibility.

AI Copilot

Real-time transcriptions and AI suggestions appear inside CRM records so reps can stay focused and respond faster.

Universal Numbers

Assign virtual numbers to contacts or campaigns across 190+ countries and sync them to CRM phone fields.

Why integrate VoIP with your CRM

Turn every phone interaction into structured data so sales, support, and success teams can move faster and work smarter.

Faster Workflows

Automate call logging, create follow up tasks, and push events into pipelines without manual entry.

Secure Data Sync

Encrypted call recordings and selective field mapping keep sensitive data protected and compliant.

Global Coverage

Use local virtual numbers and route calls globally while keeping CRM records consistent across regions.

How to integrate StartACall with your CRM

A simple integration flow that fits most teams. If you need help, our team can assist with custom mappings and automation.

1

Connect Account

Authenticate your CRM using OAuth or API keys. StartACall will request the minimal permissions needed to create call records and read contacts.

2

Map Fields

Map StartACall call fields to CRM fields. Decide where recordings, transcripts, disposition codes, and call notes should appear.

3

Automate Actions

Turn call outcomes into follow up tasks, update deal stages automatically, or trigger workflows with webhooks for advanced automation.

Integration Tips

  • Sync phone number formats to ensure accurate contact matching.
  • Set up duplicate handling rules to avoid multiple records from the same lead.
  • Enable AI summaries to attach short call notes automatically to records.

Supported CRMs and Connectors

Built-in connectors plus open APIs and webhook support make StartACall compatible with most CRM platforms.

Salesforce

Deep record linking, custom object support

HubSpot

Automatic engagement creation and contact enrichment

Zoho CRM

Two-way sync for calls and tasks

Pipedrive

Pipeline-aware call logging and activity automation

Zendesk

Attach recordings to tickets for support context

Other CRMs

Webhook and API based integrations for custom platforms

AI and Analytics for CRM-driven teams

AI Copilot in the CRM

Real-time transcription, suggested responses, and post-call summaries appear as CRM notes so agents spend less time updating records and more time talking to customers.

  • AI-generated call summaries attached to records
  • Intent detection to route leads and tag opportunities
  • Sentiment cues to flag important conversations

Real-time Analytics

Track call volume, response times, disposition rates, and tie them back to deals and revenue with CRM-linked dashboards.

  • Per-rep performance and activity logs
  • Cost and usage metrics by team or campaign
  • Custom reports mapped to CRM fields

Frequently Asked Questions

Can I attach call recordings to CRM records?

Yes. Recordings and transcripts can be automatically attached to contact, company, ticket, or deal records depending on your mapping.

Do I need to install anything to start calling?

No. StartACall runs in the browser using WebRTC. Your team can make calls from Chrome, Firefox, or Safari without installing native apps.

How do I match phone numbers in my CRM?

Use the built-in normalization rules to map international formats, or configure custom parsing rules during setup to ensure accurate contact matching.

Can I trigger CRM workflows from call outcomes?

Yes. Use StartACall dispositions and webhooks to trigger CRM automation, create tasks, or advance pipeline stages based on call results.

Ready to connect your CRM to StartACall?

Start syncing calls, recordings, and AI insights into your CRM in minutes. No install required.